iShares Convertible Bond ETFICVT
ICVT
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
59% more repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 91
8% more capital invested
Capital invested by funds: $1.25B [Q2] → $1.35B (+$105M) [Q3]
1.94% more ownership
Funds ownership: 63.73% [Q2] → 65.68% (+1.94%) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 10 [Q2] → 10 (+0) [Q3]
1% less funds holding
Funds holding: 300 [Q2] → 296 (-4) [Q3]
10% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 40
Research analyst outlook
We haven’t received any recent analyst ratings for ICVT.
Financial journalist opinion
Neutral
Seeking Alpha
1 month ago
ICVT: A Bond ETF With A Taste Of Stocks
iShares Convertible Bond ETF holds over 300 cash pay convertible bonds, with a focus on technology and consumer cyclicals. ICVT's track record is underwhelming: risk metrics are similar to those of a stock index while return is much lower, and distribution history was a roller-coaster. However, ICVT's correlation to stocks can enhance a tactical bond ETF portfolio during stock market uptrends.
Positive
Seeking Alpha
6 months ago
ICVT: A Convertible Bond Fund For Those Unsure What Comes Next
iShares Convertible Bond ETF offers investors the benefits of equity upside without the same downside exposure. The ICVT ETF has a well-diversified portfolio with an effective duration of 1.40 years and a current 30-Day SEC Yield of 3.17%. The fund has a dominant exposure to the Tech sector, making it appealing for those bullish on Tech but seeking reduced equity volatility.
Positive
Seeking Alpha
9 months ago
ICVT: Could Be In Line For Growth
iShares Convertible Bond ETF has been stagnant compared to broader U.S. indices despite strong equity markets, particularly in tech. The equity component in the ICVT ETF, which is also exposed 40% to tech issues, should start to catch up. Moreover, we think maturity walls should start transmitting the more restrictive policy into markets and could allow for rate hikes soon to help the fixed income component.
Positive
Seeking Alpha
1 year ago
ICVT: If You Don't Know Convertibles Yet, It's Time You Did
Convertible bonds offer the potential for high rewards and diversification in a volatile market. The iShares Convertible Bond ETF is a recommended investment for 2024 due to its potential for competitive total returns. ICVT allows investors to participate in the resurgence of convertible securities and offers a balanced approach between stocks and bonds.
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